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Contact management

A unified location to store your key relationships and communications

Manage all of your activities throughout the customer lifecycle in one centralised view.


Build a customer trail you can trust

Gold-Vision provides you with one core location to store your key business relationships and communications that can be accessed from anywhere, on any device.

Move on from dispersed spreadsheets and databases and build your business on “one version of the truth”. Get one view of contact history with a customer or prospect including easy to use Gold-Vision notes that you can broadcast to your team to progress next steps efficiently. This means that colleagues with the right permissions can pick up right where you left off.

Use Gold-Vision’s correspondence feature to manage a customer from the first contact through to recurring sales and on-going relationship building. Build a measurable and accountable trail for each customer journey and identify which lead sources provide the greatest ROI.

Manage accounts and contacts

It’s becoming increasingly commonplace that the companies you work with and for are part of a more complex organisation. But managing these connections and getting a top-level view of the group doesn’t have to be complicated.

Gold-Vision allows you to map group or divisional structures by defining relationship links between one entity and another. Contacts in Gold-Vision can also be associated with multiple organisations, opportunities and projects.

Enhance user experience with email integrations

Gold-Vision’s integrations with Outlook, Office 365 and Gmail mean that you can keep track of new contacts or leads that are introduced by email.

Create new contacts and leads in your CRM, or add internal emails to projects with no manual work required. Gold-Vision automatically imports or exports contacts, and even matches them with the correct account.

Send emails or access previous client emails with Outlook, Office 365 or Gmail on your way to a meeting from anywhere, and on any device, with these seamless integrations. Every interaction will be automatically stored in Gold-Vision, saving you valuable time and allowing you to focus on the task at hand.

Stay connected with calendar sync

Never lose track of where you or your team are meant to be with calendar functionality that works seamlessly with your Gold-Vision appointments using familiar Outlook, Google or Office 365 calendars. 

You only have to create an appointment in your existing calendar – or in Gold-Vision – one will automatically synchronize with the other. 

Your team can create their appointments from any device and on the move and their Outlook/Gmail calendar & your Gold-Vision system will be automatically updated.  Gold-Vision Appointments can also be utilized to view & manage team schedules & resources with excellent reporting options.

What can Gold-Vision do for your business?

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